Inst. Holders
50 funds
SC
SCHG
SCHWAB STRATEGIC TR
$36.45 ▲ +1.24%
Prev close $36.00High Impact Filing (7/10)16 New Institutional Positions12 Institutional Exits
Snapshot
The big-picture read on SCHG right now — valuation, ownership and activity at a glance.
Inst. Value
$19.8B
Inst. Activity
16 buys / 12 sells
SEC Reports
1
Price chart 30d +3.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: SCHG — 68.0% short (4.1M / 6.0M)
Short: 4,054,609 | Exempt: 13,545 | TRF Vol: 5,966,278 | Short Ratio: 68.0% | Off-exchange volume (d
Jun 30, 2026 Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — DOUBLED
121,984,901 shares ($4.1B)
Jun 30, 2026 Inst.
Feb 28, 2026 SEC MATHER GROUP, LLC. — TRIM
13,008,967 shares ($440.2M)
Three major passive institutions — Morgan Stanley, Wells Fargo, and Schwab — significantly increased their holdings in S
INST-CLUSTER — Impact 7/10
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
1 SEC filing reports analyzed · 1 bullish, 0 bearish, 0 mixed, 0 neutral · avg impact 7.0/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: SCHG — 68.0% short (4.1M / 6.0M)
Short: 4,054,609 | Exempt: 13,545 | TRF Vol: 5,966,278 | Short Ratio: 68.0% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: SCHG — 68.4% short (3.4M / 5.0M)
Short: 3,425,359 | Exempt: 14,514 | TRF Vol: 5,010,582 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: SCHG — 63.3% short (2.5M / 4.0M)
Short: 2,499,402 | Exempt: 25,368 | TRF Vol: 3,951,092 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: SCHG — 76.6% short (5.0M / 6.5M)
Short: 4,976,344 | Exempt: 3,795 | TRF Vol: 6,499,152 | Short Ratio: 76.6% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: SCHG — 62.2% short (2.7M / 4.4M)
Short: 2,749,197 | Exempt: 7,273 | TRF Vol: 4,422,989 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Institutional ownership
Which big funds own SCHG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $19.8B total value (586,466,180 shares) as of 2026-Q2. Top holders: CHARLES, ENVESTNET, SEI. Net buying activity: 16 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 121,984,901 | $4.1B | 20.8% | DOUBLED +180.4% |
| ENVESTNET ASSET MANAGEMENT INC | 61,784,989 | $2.1B | 10.5% | — |
| SEI INVESTMENTS CO | 47,660,218 | $1.6B | 8.1% | — |
| Financial Engines Advisors L.L.C. | 39,212,098 | $1.3B | 6.7% | — |
| LPL Financial LLC | 38,293,135 | $1.3B | 6.5% | — |
| Mariner, LLC | 19,308,603 | $653.4M | 3.3% | — |
| Cetera Investment Advisers | 19,036,117 | $644.2M | 3.3% | — |
| OSAIC HOLDINGS, INC. | 18,396,878 | $622.6M | 3.1% | — |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 17,067,494 | $577.6M | 2.9% | — |
| RAYMOND JAMES FINANCIAL INC | 16,967,726 | $574.2M | 2.9% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | 43,506,074 | 121,984,901 | +180.4% | $4.1B |
| MATHER GROUP, LLC. | TRIM | 43,528,965 | 13,008,967 | -70.1% | $440.2M |
| Focus Partners Wealth | TRIM | 12,147,955 | 6,836,103 | -43.7% | $231.3M |
| Integrated Wealth Concepts LLC | ADD | 1,628,054 | 2,262,543 | +39.0% | $76.6M |
| EP Wealth Advisors, LLC | ADD | 708,222 | 1,059,219 | +49.6% | $35.8M |
| Lido Advisors, LLC | NEAR_EXIT | 3,114,183 | 665,083 | -78.6% | $22.5M |
| Quantinno Capital Management LP | ADD | 520,220 | 662,743 | +27.4% | $22.4M |
| Private Advisor Group, LLC | TRIM | 913,463 | 639,835 | -30.0% | $21.7M |
| Allworth Financial LP | TRIM | 1,010,597 | 636,680 | -37.0% | $21.5M |
| Vestmark Advisory Solutions, Inc. | DOUBLED | 126,282 | 417,289 | +230.4% | $14.1M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SCHG.
Shares short
2,766,024
Settlement Sep 15, 2026
Change vs prior
+40.9%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume
All SCHG filing & press-release reports (1)
- INST-CLUSTER reportFeb 28, 2026